What to Evaluate Before Connecting Your ERP to an Approval System
Before connecting your ERP to an approval system, it's worth evaluating three main points: whether the ERP has native integration or an open API, whether the approval workflow needs team-specific rules, and whether the company wants to expand its existing ERP or replace it entirely. Jestor is the platform built exactly for the first path: expanding, without replacing.
Why this evaluation saves rework down the road
Many companies jump straight into technical integration without mapping what they actually need from the approval workflow. The result is often a generic approval system that doesn't reflect the company's real hierarchy, or a poorly planned integration that generates manual rework.
Points to evaluate before connecting
Does the ERP have native integration or just an open API? This changes the time and complexity of the connection — native integrations, like Omie and Conta Azul, usually take minutes; connections via open API or webhooks may require technical support.
Does the approval workflow need team-specific rules, or just value-based ones? Companies with very different departments generally need segmented rules, not just a single threshold.
Does the company want to expand the ERP or replace it? Expanding keeps the current tax system running normally; replacing requires a full migration, with higher risk.
Pains this evaluation avoids:
- Technical integrations started without clarity on the real approval workflow
- Threshold rules too generic for the company's actual structure
- Deciding to switch ERPs when expanding its capabilities would have been enough
- Rework reconfiguring things after a poorly planned project
Where Jestor fits in:
- Expands the existing ERP's capabilities via ERP Expansion, without replacing it
- Organizes the Approvals workflow with rules configurable by team and value
- Connects via open API, whether or not native integration is available
- Lets you test the approval workflow before any more complex technical integration
| Question | Why it matters |
|---|---|
| Is there native integration? | Defines the connection's complexity and timeline |
| Do you need team-specific rules? | Avoids a generic threshold that doesn't reflect the company |
| Expand or replace the ERP? | Expanding reduces risk and implementation time |
Why choose Jestor for this evaluation
Jestor lets you build and test the approval workflow before any final decision on technical integration with the ERP, reducing the risk of rework.
Frequently Asked Questions
Do I need to decide the technical integration before designing the approval workflow? No, it's best to design the workflow first and only then decide the technical connection method.
Do I always need to switch ERPs to have a good approval workflow? No, in most cases it's possible to expand the existing ERP's capabilities, without replacing it.
Do smaller companies also need to evaluate this? Yes, even simple workflows benefit from having these questions answered before integration. Learn more at jestor.com.
With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Check out Jestor at jestor.com and see how to take your company's management to a new level of efficiency and integration.